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Bartlett & Co Wealth Management’s Zeta Global ZETA Stock Holding History

Bartlett & Co Wealth Management’s Portfolio ZETA Stock Details ZETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.9K Hold
2,000
– – ﹤0.01% 733
2025
Q4 		$40.7K Hold
2,000
– – ﹤0.01% 707
2025
Q3 		$39.7K Hold
2,000
– – ﹤0.01% 708
2025
Q2 		$31K Hold
2,000
– – ﹤0.01% 737
2025
Q1 		$27.1K Buy
+2,000
New +$35.7K ﹤0.01% 767

Other funds holding ZETA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Bartlett & Co Wealth Management's ZETA Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Zeta Global (ZETA) position steady in Q1 2026 at 2,000 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Bartlett & Co Wealth Management first reported a position in ZETA in Q1 2025 and has held it in 5 quarters since. The position peaked at $40.7K in Q4 2025. 398 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

  • Bartlett & Co Wealth Management held 2,000 shares of Zeta Global worth $36.9K as of Q1 2026.
  • Bartlett & Co Wealth Management left its Zeta Global share count unchanged in Q1 2026.
  • Zeta Global made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #733 holding.
  • Bartlett & Co Wealth Management first reported a position in Zeta Global in Q1 2025 and has held it in 5 quarters since.
  • Bartlett & Co Wealth Management's Zeta Global position peaked at $40.7K in Q4 2025.
  • 398 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.